Matthew Heckmann takes customer service very seriously. So does his staff. Together, they are committed to providing exceptional customer service to all of their clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Kurt W Utter
Kurt joined our practice in 2009. As our Director of Investments, Kurt is responsible for developing investment proposals, opening and processing investment accounts, providng investment evaluations to clients, as well as client relationship management.
Kurt entered the financial services industry after graduating with his Bachelor's Degree in Finance from University of Wisconsin - Whitewater. In 1999, Kurt joined Strong Investments as a College Planning Consultant and Sales Associate. In 2004, Kurt was recruited to Russell Investments where he served as an Associate Regional Director. In this role, he was responsible for managing strategic relationships with hundreds of financial advisors in the Midwest.
Kurt has earned the CIMA® (Certified Investment Management Analyst) designation from the Wharton Business School at the University of Pennsylvania. He holds the Series 7, 63 and 66 securities licenses, as well as the Wisconsin life/health Insurance license.
Larry J Bies
Larry joined our practice in 2007. As our Chief Planning Officer, Larry’s responsibilities include creating and maintaining financial plans, and organization of client reviews. He also oversees all facets and overall coordination of the insurance planning.
Larry graduated from the University of Wisconsin - Madison with a Bachelor’s Degree in Economics. He is an Associate Wealth Management Advisor and holds the Series 7 and 63 securities licenses, as well as the Wisconsin life/health and variable insurance licenses.
Melodie Ace, CLU®, ChFC®
Melodie joined our practice in 2010. As our Chief Operating Officer, her responsibilities include being a main point of contact for all of Matt’s clients to address any questions or needs they may have, overall office and business management, team workflow coordinator, communications liaison with business associates and vendors, special events coordination, and schedule management for Matt on a daily basis.
Melodie graduated with a degree in Business Management. She pursued the opportunity to enter the financial services industry in 2001. She is an Associate Wealth Management Advisor and holds the Series 7, 63 and 66 securities licenses, as well as the Wisconsin life/health and variable insurance licenses. She also has earned the CLU® (Chartered Life Underwriter) and the ChFC® (Chartered Financial Consultant) professional designations from The American College.
Mary Jo Staniszewski
Mary Jo joined our practice in May 2014. She works as our Investment Operations Manager, working in tandem on a daily basis with our Director of Investments and our Director of Insurance & Planning providing business suport to the team.
Mary Jo began her career path in the financial services industry in 1998 in mutual fund operations. Her broad professional experience since that time makes her a great addition to our team. She holds the Series 6, 7, 63 and 66 securities licenses, as well as the Wisconsin life/health insurance license.
Jolie joined our practice in June 2012 as our Marketing & Administrative Assistant.
Jolie graduated from Coe College in May 2012 with a Bachelor's Degree in French, with a minor in writing. She holds her Wisconsin life/health insurance license.